A project is a walled-off workspace with its own instructions, its own conversations and its own memory. Inside client A's project GENI knows nothing about client B.
That is exactly why agencies work this way. Without projects GENI will sooner or later carry one client's tone of voice or figures into another's work. Available from Growth.
What you can do with it
| Situation | What a project solves |
|---|---|
| You work for several clients | Each client gets its own context, nothing leaks across |
| You manage several brands | A separate tone and style per brand |
| A running campaign | GENI knows what is done and what is still open |
| A recurring workflow | Accumulated context survives between weeks |
Setting up a project
- Go to Dashboard -> Assistant -> Projects
- Click New project and give it a name
- Click the gear next to the project and fill in the project instructions
- Start a conversation inside the project
Step 3 is where the difference is. Without instructions a project is just a folder; with them it is a separate working environment.
Project instructions
GENI receives this text with every conversation in that project:
This project is about client Bakkerij De Krent. Always use a formal tone.
After every task, state what the next step is.
Brand colour: #c8a96e (gold). Audience: hospitality professionals in Amsterdam.
Project instructions sit on top of your knowledge document. Your own details and way of working still apply; the project adds the specific context.
| Kind of project | What goes in the instructions |
|---|---|
| Client work | Client name, desired tone, brand guidelines |
| Content creation | Platform, audience, style guide |
| Sales campaign | Product, ideal customer, follow-up style, topics to avoid |
| Internal project | Team agreements, deadline, reporting format |
What you see
You work for a week in the project "Bakkerij De Krent" and then ask:
What did we agree last week?
Last week for De Krent we:
- delivered the summer campaign copy, in the formal tone agreed
- decided to skip Instagram and focus on LinkedIn and the newsletter
- recorded that the new price list takes effect on 1 September
Still open: the newsletter copy for week 36. Shall I start on that?
The same question outside this project returns nothing. That is by design: the context lives in the project, not in your account.
Moving conversations
On desktop you drag a conversation into or out of a project folder. On mobile use the ... menu next to a conversation and choose Move to.
Combining with the knowledge base
Upload client documents into that project's knowledge base. GENI then uses them only there, so one client's catalogue never ends up in work for another.
Limits
- Projects share nothing with each other, nor with your general chat. That is intended, but it does mean you sometimes say something twice.
- A project is not a team. It is your workspace; there is no shared access for colleagues.
- Deleting is permanent. That project's conversation history goes with it.
- Project instructions take precedence over your general settings. If GENI behaves unexpectedly, look there first.
- Projects sit in Growth and up. On Free and Starter you work in one shared context.
Troubleshooting
GENI knows nothing about earlier work. Your conversation is probably outside the project. Drag it into the project folder or start a new conversation inside it.
It uses the wrong tone. Check the project instructions; they outweigh your general style setting.
A client document is not found. It was uploaded at account level instead of in the project, or the other way round.
You cannot see Projects. They sit in Growth and up.
Information from another client shows up. That means it lives in your general memory or knowledge document, not in a project. Move client-specific facts into the right project.
Frequently asked questions
How many projects can I create? Enough for normal use. One project per client or brand works best in practice.
Can a colleague join my project? No. Projects are per user; there is no shared team access.
Does memory work per project too? Yes. In a project chat GENI uses that project's memories first. See Context storage compared.
Can I archive a project? You can simply leave it. An unused project does nothing and costs nothing.
Can I attach engine results to a project? Yes. On an SEO or GEO audit you can add the result to a project, so GENI knows those figures in every conversation inside it.
Next: Knowledge base · Memory · Context storage compared On the site: for agencies · pricing
dGENIX Docs, Projects, updated August 2026